https://www.salesforce.org/blog/how-nonprofits-can-use-pardot-for-moves-management/ To address the nonprofit's need for a marketing automation tool that allows for segmentation, targeting, and email creation using Lightning Email Templates:
Choose Pardot:
Pardot is Salesforce's marketing automation solution designed to handle sophisticated email marketing, segmentation, and engagement tracking.
Set Up Pardot:
Ensure Pardot is integrated with Salesforce.
Configure user permissions and roles in Pardot.
Connect Pardot to the Salesforce CRM to synchronize data between the two platforms.
Segment and Target Supporters:
Use Pardot's segmentation tools to create lists based on supporter engagement and interactions.
Set up dynamic lists that automatically update based on predefined criteria such as email opens, clicks, and website visits.
Create Emails with Lightning Email Templates:
Utilize Lightning Email Templates in Pardot to design and personalize emails.
Use drag-and-drop features to build responsive email templates without needing HTML knowledge.
Track Engagement:
Implement Pardot's engagement tracking to monitor how supporters interact with emails.
Use Pardot's scoring and grading system to prioritize leads based on their engagement and fit with your nonprofit's goals.
Analyze and Optimize:
Use Pardot's analytics and reporting tools to measure the effectiveness of your campaigns.
Continuously refine your segmentation and targeting strategies based on data insights to improve engagement and conversion rates.
By using Pardot, the nonprofit can effectively segment its audience, target them with personalized email campaigns, and track engagement over time, enhancing their overall marketing efforts.
Reference:
Salesforce Pardot documentation on segmentation and email marketing
CertGod Nonprofit Cloud Consultant guide